Practice Manager - Link multiple Xero organisations to one XPM profile
Be able to link multiple Xero files to one XPM client. Quite a few clients have more than one Xero file (e.g. ledger, payroll only, standard/premium, etc.) and it would be useful to be able to link all of a client's Xero files to their XPM profile.
13
votes
Eve Ellerin
shared this idea
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Nikki Affleck commented
Big impact to the current Single Client Record process if this was in place